AWM
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Avior Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Avior Wealth Management’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,516
Closed -$248K – 772
2025
Q1 		$248K Sell
4,516
-4,003
-47% -$259K 0.01% 599
2024
Q4 		$565K Sell
8,519
-1,194
-12% -$94.4K 0.02% 411
2024
Q3 		$842K Buy
9,713
+137
+1% +$9.63K 0.03% 325
2024
Q2 		$623K Buy
9,576
+1,053
+12% +$72K 0.03% 378
2024
Q1 		$636K Sell
8,523
-772
-8% -$48K 0.03% 382
2023
Q4 		$593K Buy
9,295
+45
+0.5% +$2.43K 0.04% 306
2023
Q3 		$478K Buy
9,250
+40
+0.4% +$2.32K 0.03% 341
2023
Q2 		$577K Sell
9,210
-1,033
-10% -$69.3K 0.04% 302
2023
Q1 		$714K Buy
10,243
+32
+0.3% +$2.3K 0.05% 255
2022
Q4 		$496K Buy
10,211
+58
+0.6% +$2.9K 0.04% 304
2022
Q3 		$434K Buy
10,153
+1,167
+13% +$83.8K 0.04% 305
2022
Q2 		$709K Buy
8,986
+38
+0.4% +$3.76K 0.07% 199
2022
Q1 		$1.1M Sell
8,948
-1,744
-16% -$244K 0.09% 152
2021
Q4 		$1.72M Hold
10,692
– – 0.14% 119
2021
Q3 		$1.56M Hold
10,692
– – 0.13% 132
2021
Q2 		$2.05M Sell
10,692
-1,743
-14% -$385K 0.21% 102
2021
Q1 		$3.05M Buy
12,435
+69
+0.6% +$15.6K 0.33% 69
2020
Q4 		$2.46M Hold
12,366
– – 0.3% 80
2020
Q3 		$1.89M Sell
12,366
-1,849
-13% -$286K 0.27% 84
2020
Q2 		$1.91M Buy
14,215
+1,020
+8% +$132K 0.3% 83
2020
Q1 		$1.35M Hold
13,195
– – 0.27% 100
2019
Q4 		$1.4M Hold
13,195
– – 0.22% 105
2019
Q3 		$1.34M Hold
13,195
– – 0.24% 100
2019
Q2 		$1.3M Hold
13,195
– – 0.23% 101
2019
Q1 		$1.04M Buy
13,195
+4,452
+51% +$336K 0.22% 104
2018
Q4 		$537K Buy
8,743
+1,667
+24% +$119K 0.13% 160
2018
Q3 		$557K Hold
7,076
– – 0.12% 168
2018
Q2 		$588K Buy
7,076
+1,207
+21% +$101K 0.13% 146
2018
Q1 		$503K Hold
5,869
– – 0.12% 166
2017
Q4 		$628K Buy
+5,869
New +$586K 0.14% 142

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avior Wealth Management's SMG Position: Q2 2025 in Review

Avior Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q2 2025, closing a stake of 4,516 shares — an estimated $248K sold.

Avior Wealth Management first reported a position in SMG in Q4 2017 and held it in 30 quarters. The position peaked at $3.05M in Q1 2021. 448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

  • Avior Wealth Management reported no remaining ScottsMiracle-Gro position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4,516 ScottsMiracle-Gro shares in Q2 2025, an estimated $248K.
  • Avior Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2017 and held it in 30 quarters.
  • Avior Wealth Management's ScottsMiracle-Gro position peaked at $3.05M in Q1 2021.
  • 448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.